Hi, colleagues,
I need to build 2 reports for 23 and 24 to see the conversion rates we had and we have to compare.
Conversion rate for me is number of Deals we Won (Acquired)/ overal number of Deals we had in the pipeline 2023, doesn’t matter when the Deal was created - that’s why Created Date filter is All time. I assume based on my previous posts - we can do it just using historical snapshots report that is not customizable and doesn’t not allow, for exampe, to add Lost Deals in 2023 that were the part of the pipiline to the report. Why? I can not build custom report as CRM doesn’t allow me based on the filters exist to see the Deals that were during 2023 in any stages - just final stages for now - current date 12/5/24, not what were the statuses and picture in the past - 2023.
Deal funnel report - is wrong - strange data - to see how many sales reps followed the sales process, not skipping/ jumping from deal to deal - who cares about such data?
For the current year, I can see it by building custom report and suing such filters as Created date is All time, Pipeline - Land and Closed Date is after 01/01/24. At least smth.
So, what what can you recommend to achieve a goal for 2023 conversion rate, just manually create a simple report with filters - Created date is All time, Pipeline - Land and check how many were in the pipeline between 01/01/23 and 01/01/24, but it is not going to work as we will have in such a report the deals with actual deal stages not those ones we had in 2023. Does Hubspot work with queries - SQL?
Thanks
